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20121202
20121210
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of this market is rotation. look at we're losing the technology and getting financials. perfect. >> all right. dan -- >> look, i agree. >> you're going to sell him what he wants to buy? >> i agree with the bullishness longer term. i think in the next, you know, zero to nine months, it's more like a fiscal cliff and we're b bungee jumping. the markets have done well. the fundamentals in corporate america have been way better than the economy. earnings growth and revenue growth in the s&p 500 has dramatically slowed since the second quarter. i think unfortunately one thing people are missing is that the uncertainty today is going to show up in the fundamentals in the first quarter, maybe even the first half of 2013. we still have a lot of issues in europe. andrea merkel has to get elected in the second half of next year. that's going to make it difficult for any pro-growth solutions to appear in europe. i think, frankly, i'm not that confident that the market hasn't already positively priced in a fiscal cliff resolution. i think the first half is like a bungee jump. >> so dan, cut through all o
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Search Results 0 to 1 of about 2